Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,100 | $124,425-36.4% | $112,040-29.4% | $137,256-42.4% |
| Participation rate | 68.4% | 79.3%-10.9pp | 76.5%-8.1pp | 80.0%-11.5pp |
| Annual return | 6.19% | 24.72%-18.5pp | 24.52%-18.3pp | 220.34%-214.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,783 | $5,718-51.3% | $5,098-45.4% | $6,407-56.6% |
| Admin fee / account holder | $33,191 | $15,207+118.3% | $12,098+174.3% | $12,270+170.5% |